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Timothy Hockenhull Daley

Lifestyle Freedom Advisory Group, LLC

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About Timothy Hockenhull Daley

Timothy Daley is a Registered Investment Advisor (RIA) with Lifestyle Freedom Advisory Group, LLC. Timothy has been in the industry for over 10 years and has a strong track record of success in providing financial planning and investment management services to individuals, families, and businesses. Timothy is dedicated to helping clients achieve their financial goals and is committed to providing personalized and comprehensive advice. Timothy is also a member of the Lifestyle Freedom Safe Harbor, LLC, where Timothy provides insurance sales and service. Timothy has a Series 65 license and is registered in Connecticut, Florida, New York, North Carolina, and Texas. Timothy's firm provides financial planning, pension consulting, and portfolio management services.

Firm Information

Timothy Daley is currently registered with Lifestyle Freedom Advisory Group, LLC. Lifestyle Freedom Advisory Group, LLC is an investment advisory firm with over $123 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals, corporations, and pension plans.

$123.87M

Assets Under Management

6

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees and assets under advisement

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Timothy Daley’s Registration & Firm History

FL

11/16/2018 - Present

Lifestyle Freedom Advisory Group, LLC (BRADENTON FL)

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Licenses & Designations

IA

Issued 11/06/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Hockenhull Daley.
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